AA502PA – sTATE TAX EQUALIZATION BOARD REPORT (STEB)

This report provides sales detail for parcels to be sent to STEB monthly. To be reported, there must be a sale occurring within the range specified in the DATE RANGE (from, to) that does NOT have STFLAG = ‘Y’ on CA13.

NOTE: The specific fields with permissible entries to be filled in or left blank are listed below. Ignore fields that are not in the list next to the screens.

Figure 1. SY41 (TOP)

1. Job: Report name should always appear here. For example, AA502PA.

2. Server Name: Keep the server name that first appears.

3. Printer_Name: Select a valid printer or keep the displayed printer if one is present.

4. Jurisdiction: Enter your jurisdiction.

5. Tax Year: Enter the current Tax Year.

6. Spool File Name: Enter AA502PA.LIS to create the file in text format.

7. Beginning Date: Enter the beginning sales date to include in the report.

8. Ending Date: Enter the ending sales date to include in the report.

9. ID1: Enter the minimum Parcel ID to include in the report or zero to include all parcels. Enter IDLIST to run the report on a specific list of parcels.

10. ID2: If ID1 = minimum Parcel ID, enter the maximum Parcel ID associated with the parcels to include in the report. If ID1 = zero, enter ZZ for all parcels. If ID1 = IDLIST, enter the SETNAME of the AA502PA.

13. FCU: Formatting code. Keep the default printer setting that is present when the screen appears. If blank, enter DFLT.

17. PARAM1 PRELIM/FINAL: “PRELIM” is the default. By entering PRELIM, the report will provide parcels meeting the sales reporting conditions WITHOUT updating CA13/single record view/State Report Flag. Once the report is reviewed for accuracy, entering FINAL in PARAM1 and regenerating the report will update CA13/State Report Flag with a ‘Y’. The ‘Y’ designates that the parcel has been submitted to the State Tax Equalization Board. The parcel will not appear on another STEB report until a subsequent sale is recorded.

18. PARAM2 SALE PRICE: The report will only include sales with a sale price greater than or equal to the dollar amount entered in this field. You must enter a numeric value. If the field is left blank then all sales will be included regardless of price.

Figure 2. SY 41 (BOTTOM)

Press [Submit Job]. The system will notify you when the report is finished.

REPORT SAMPLE